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Edward Jones Financial
Work Here?
Private financial services with personal advisers
Edward Jones Financial
Work Here?
Private financial services with personal advisers
Overview
Edward Jones Financial provides personal financial advisory and investment services through a network of local branch offices across North America. Clients receive face-to-face guidance from a single-branch financial advisor who helps with planning, retirement, and wealth management, using a long-term relationship model. The company operates with a one-broker-per-office approach and emphasizes in-person, regionally accessible service rather than pushy sales tactics, aligning advisor and client interests through employee ownership and private partnership (the firm has never gone public). Unlike many brokers that focus on urban centers, Edward Jones started in rural and small-town markets and expanded nationally, maintaining a large footprint of branch offices and a focus on main-street communities. Its goal is to make financial advice personal and accessible to all, helping clients grow and protect their wealth over time.
About Edward Jones Financial
Industries
Financial Services
Company Size
10,001+
Company Stage
Late Stage VC
Total Funding
$278.8M
Headquarters
Des Peres, Missouri
Founded
1922
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Simplify's Take
What believers are saying
- Q2 2026 client assets reached $2.6 trillion, up 15% year over year.
- Net new assets hit $17.7 billion in Q2 2026, sustaining inflows.
- Edward Jones added 200-plus advisors in Q2 2026, strengthening branch coverage.
What critics are saying
- California's February 20, 2026 consent order forced restitution over 781,240 high-commission trades.
- Six Black former advisors sued Edward Jones in May 2026 over transfer discrimination.
- Advisor departures reached 1,458 in 2025, threatening Edward Jones's referral-driven branch network.
What makes Edward Jones Financial unique
- Edward Jones' one-broker branches still anchor 20,000+ advisors and 9 million clients.
- February 27, 2026 FDIC approval advances Edward Jones Bank, rare among brokerages.
- June 2026 Carefull and Quicken investments widen advice into fraud protection and planning.
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Funding
Total Funding
$278.8M
Above
Industry Average
Funded Over
8 Rounds
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 2%2 year growth
↑ 2%Edward Jones added more than 200 financial advisors in the second quarter, bringing its total to 19,647 in the US, a 1% increase year over year. The St Louis-based firm's parent company saw US income surge 25% in the second quarter of 2026, driven by asset appreciation and client inflows. Client assets under care jumped 15% to $2.6 trillion, whilst net new asset flows climbed 8% to $17.7 billion. Customer households increased 2% to 6.1 million. Operating costs rose 17% to $4.3 billion, with advisor compensation up 18% to $1.9 billion. Variable compensation, tied to asset values, soared by a third to $763 million. The firm also invested more in technology and data processing.
Edward Jones has invested in Carefull, a fintech startup focused on preventing elder financial fraud, and will offer the service free to its 9 million clients. The platform monitors accounts, credit reports, emails and home titles for suspicious activity and signs of cognitive decline, sending alerts to clients or trusted contacts. Founded in 2019, Carefull has raised approximately $20 million total, though Edward Jones did not disclose its investment size. The service operates on a read-only basis and cannot take direct action on accounts. Clients connect an average of 5.2 accounts. Americans over 60 reported more than $7.7 billion in losses from cyber-enabled financial crime in 2025, according to the FBI. Carefull's clients also include Osaic, Integrated Partners and Quotient Wealth Partners.
Edward Jones has partnered with Carefull to offer a complimentary digital protection platform to all US clients, designed to help families detect financial fraud and scams through real-time alerts. The firm has also invested in Carefull through Edward Jones Ventures, its venture capital arm. Carefull monitors accounts for suspicious transactions, behavioural changes and financial mistakes that may increase with age. Clients can choose to share selected alerts with trusted family members, creating oversight without transferring control. The platform operates alongside Edward Jones' 20,000 financial advisers, who serve over nine million clients with $2.4 trillion in assets under care. Research from Edward Jones and Morning Consult found nearly one in four Americans reported being fraud victims. The partnership reinforces Edward Jones' focus on multigenerational planning and financial safety.
Edward Jones has made an investment in Quicken, an Aquiline Capital Partners portfolio company, valuing personal financial management software provider at an undisclosed amount. Aquiline will remain the majority owner following the transaction. Founded in 1983 and based in Menlo Park, California, Quicken serves over two million customers with financial management software covering spending, budgeting, investment tracking and retirement planning. The investment will help Edward Jones expand access to personal finance tools that complement its advisor-led model, particularly targeting younger investors. Since Aquiline's investment, Quicken has grown its Simplifi cloud-based app and launched products including Quicken Business & Personal and Quicken LifeHub. The Edward Jones partnership represents Quicken's expansion into indirect distribution channels alongside its direct-to-consumer model. Goldman Sachs served as exclusive financial adviser to Quicken.
Seven companies from the St. Louis area made Fortune Magazine's 2026 Fortune 500 list, which ranks America's largest corporations by revenue. The list represents companies generating $21 trillion in combined revenue and employing 30.5 million people worldwide. Centene led regional firms at number 18, improving five spots from last year with $194.8 billion in revenue. Other St. Louis-area companies included Reinsurance Group of America (185), Emerson Electric (239), Edward Jones (268), Graybar Electric (373), Post Food Consumer Products (458) and Core & Main (483). Post Food Consumer Products, Core & Main and Reinsurance Group of America saw notable ranking improvements. This marks the second consecutive year all seven companies made the list. Amazon topped the overall Fortune 500 after Walmart's 13-year run.
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About Edward Jones Financial
Industries
Financial Services
Company Size
10,001+
Company Stage
Late Stage VC
Total Funding
$278.8M
Headquarters
Des Peres, Missouri
Founded
1922
There are no jobs for Edward Jones Financial right now.
Find jobs on Simplify and start your career today